定錨產業筆記-科技產業趨勢領航者
定錨財經資訊工作室我們是一個專注於產業分析的網站。 我們透過參加法說會、與公司會談、閱讀研究報告、蒐集公開新聞資訊……等方式，歸納產業趨勢脈絡， 提供讀者更容易理解產業分析。 我們希望能打造一個更好的產業分析學習生態圈， 讓讀者能夠有效率地學習與吸收，提升自己的眼光，拓展更寬廣的視野。 歡迎來定錨產業筆記：investanchors.com/ ----------------------------- 合作信箱 -------------------------------------- 有任何合作邀約歡迎來信：investanchors@gmail.com -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 13 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
本期我們來聊聊AI伺服器運算主板規格，玻纖、銅箔、CCL原材料，分別遇到那些供應鏈瓶頸？
本集你會聽到：
① AI伺服器板子到底升級了什麼？
② 玻纖布供需我們怎麼看？
本集節目相關文章：
PCB規格持續升級帶動玻纖布、銅箔、樹脂需求
investanchors.com/user/vip_contents/17756448871549
----------------------------- 合作信箱 -------------------------------... more
本期我們來聊聊AI伺服器運算主板規格，玻纖、銅箔、CCL原材料，分別遇到那些供應鏈瓶頸，也歡迎大家可以搭配報告一起收看。
本集你會聽到：
① AI伺服器板子到底升級了什麼？
② 玻纖布供需我們怎麼看？
本集節目相關文章：
PCB規格持續升級帶動玻纖布、銅箔、樹脂需求
investanchors.com/user/vip_contents/17756448871549
----------------------------- 合作信箱 ----------... more
本週的節目我們邀請到站長來親自跟大家分享，聽完台積電法說會後，我們怎麼看待未來半導體的整體產業趨勢？也歡迎大家可以搭配報告一起收看。
本集你會聽到：
①台積電把2026年營收成長上修到「>30%」背後的主因？
② 未來如何維持長期毛利率目標56%以上？
③ CAPEX調整到財測上緣，未來三年會越來越好？
本集節目相關文章：
【台積電(2330)：法說會報告】
上週因為連假關係休更一次，本週的節目輕鬆閒聊，跟大家分享近期在Touch Taiwan展場的收穫，以及研究員的日常。
除了產業以外，之後我們也會不定期跟大家分享一些比較輕鬆的主題，如果希望哪位研究員來分享，也可以給5星好評留言許願！
本集你會聽到：
①研究員日常在幹嘛？
②我們怎麼做研究的？
③ Jing推書 「誰也偷不走你的專注力」
④PM推書「逆思維」
----------------------------- 合作信箱 ----------------------------... more
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- 站長好帥好帥
EP4乾貨滿滿阿，快速掃過這半年所有強趨勢的熱門股，而且講的非常基本跟詳細，光是這一集的內容就遠大於股癌十幾集散散的內容吧！ 錨⚓️大衝衝衝
Apple Podcasts5我愛謝孟恭
Taiwan2 months ago - 聽好聽滿！！
刷臉書才知道大大出了podcast，我是從孟恭的推薦才知道您的粉專的，突然發現有節目感覺好期待！！祝節目長紅，股票大爆射～
Apple Podcasts5淪陷區氣氛仔Taiwan3 months ago - 5星好評
真假定錨有podcast 了
Apple Podcasts5威化heheTaiwan3 months ago - 五星
五星給下去
Apple Podcasts5TruechihoTaiwan3 months ago - 五星好評
對國防軍工整個脈絡有更清楚的認知了
Apple Podcasts5打不開，打開了又閃退！Taiwan3 months ago
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Apple Podcasts | #93 | Taiwan/Top Podcasts |
Apple Podcasts | #18 | Taiwan/Business |
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定錨產業筆記-科技產業趨勢領航者 launched 3 months ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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